Previous state: All users were able to edit all records via process boards, even if they didn’t own them.

Improved state: Admin + Owner roles can edit all records, even if they’re not the owner, while user roles can only edit their own records via process boards.

• User roles: They must be an owner on the provider record, and the Supered user must be mapped to their provider user via connections settings.

• Custom roles: Permissions can be selected for custom roles to edit only their own records or edit all records via process boards.

• Permissions: Added to allow for customization of edit abilities for custom roles.

  • How to: Settings → Permission Sets → Processes